Fidelity Extended Fund Picks 200912 Version
Investment Model Portfolios

Fidelity Extended Fund Picks augments Fidelity Fund Picks by adding no transaction fee (NTF) and no load funds to two other major assets: emerging market stocks and commodities. Notice recently, Fidelity has changed their short term trading policy on the minimum holding period of an NTF fund.

Investment options of Fidelity Extended Fund Picks 200912 Version

Total Available Funds: 157
Asset Class Ticker Description
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE VALUE FEQTX Fidelity Equity-Income II
LARGE VALUE AMANX Amana Trust Income
LARGE VALUE TWEIX American Century Equity Income Inv
LARGE VALUE GABEX Gabelli Equity Income AAA
LARGE VALUE LCEIX Invesco Diversified Dividend Investor
LARGE VALUE YAFFX Yacktman Focused
LARGE BLEND FDGFX Fidelity Dividend Growth
LARGE BLEND FGRTX Fidelity Mega Cap Stock
LARGE BLEND FSDIX Fidelity Strategic Dividend & Income
LARGE BLEND FVDFX Fidelity Value Discovery
LARGE BLEND FDGFX Fidelity Dividend Growth
LARGE BLEND OAKMX Oakmark I
LARGE BLEND OAKLX Oakmark Select I
LARGE BLEND PRBLX Parnassus Equity Income – Inv
LARGE BLEND WPVLX Weitz Partners Value
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE GROWTH FDCAX Fidelity Capital Appreciation
LARGE GROWTH FTQGX Fidelity Focused Stock
LARGE GROWTH FOCPX Fidelity OTC
LARGE GROWTH FTRNX Fidelity Trend
LARGE GROWTH MFCFX Marsico Flexible Capital
LARGE GROWTH RYOCX Rydex NASDAQ-100 Inv
LARGE GROWTH PTSGX Touchstone Sands Capital Select Growth Z
LARGE GROWTH SGROX Wells Fargo Advantage Growth Inv
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
MID-CAP VALUE FDVLX Fidelity Value
MID-CAP VALUE ACMVX American Century Mid Cap Value Inv
MID-CAP VALUE HRSVX Heartland Select Value
MID-CAP VALUE DEFIX Delafield Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
MID-CAP BLEND FSLSX Fidelity Value Strategies
MID-CAP BLEND CAAPX Ariel Appreciation
MID-CAP BLEND CHTTX Aston/Optimum Mid Cap N
MID-CAP BLEND PESPX Dreyfus MidCap Index
MID-CAP BLEND UMBMX UMB Scout Mid Cap
MID-CAP BLEND WPFRX Westport R
Mid-Cap Growth FDEGX Fidelity Growth Strategies
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
Mid-Cap Growth FMILX Fidelity New Millennium
Mid-Cap Growth BIOPX Baron iOpportunity
Mid-Cap Growth BUFMX Buffalo Mid Cap
Mid-Cap Growth RYBHX Rydex S&P MidCap 400 Pure Growth H
Mid-Cap Growth STDIX Wells Fargo Advantage Discovery Inv
Mid-Cap Growth WTSLX Westcore Select
SMALL VALUE FCPVX Fidelity Small Cap Value
SMALL VALUE HRVIX Heartland Value Plus
SMALL VALUE ICMAX Intrepid Small Cap
SMALL VALUE SSSFX SouthernSun Small Cap Investor
SMALL VALUE WSCVX Walthausen Small Cap Value
SMALL BLEND FSCRX Fidelity Small Cap Discovery
SMALL BLEND FSLCX Fidelity Small Cap Stock
SMALL BLEND CAMSX Cambiar Small Cap Inv
SMALL BLEND FMIOX FMI Focus
SMALL BLEND PARSX Parnassus Small-Cap
SMALL BLEND PCKDX PIMCO Small Cap StocksPLUS TR D
Small Growth FCPGX Fidelity Small Cap Growth
Small Growth FDSCX Fidelity Stock Selector Sm Cp
Small Growth JATTX Janus Triton T
Small Growth LCGRX Loomis Sayles Small Cap Growth Retail
Small Growth MRSCX Marshall Small-Cap Growth Y
Small Growth NESGX Needham Small Cap Growth
Small Growth TGSNX TCW Small Cap Growth N
Others
Communications FSDCX Fidelity Select Communications Equip
Communications FBMPX Fidelity Select Multimedia
Communications FSTCX Fidelity Select Telecommunications
Communications FWRLX Fidelity Select Wireless
Communications GABTX GAMCO Global Telecommunications AAA
Financial FSRBX Fidelity Select Banking
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt
Financial FIDSX Fidelity Select Financial Services
Financial FSPCX Fidelity Select Insurance
Financial FBRSX FBR Small Cap Financial
Health FBIOX Fidelity Select Biotechnology
Health FSPHX Fidelity Select Health Care
Health FSHCX Fidelity Select Medical Delivery
Health FSMEX Fidelity Select Medical Equip & Systems
Health FPHAX Fidelity Select Pharmaceuticals
Health DGHCX Allianz RCM Wellness D
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
EQUITY PRECIOUS METALS BGEIX American Century Global Gold Inv
EQUITY PRECIOUS METALS GOLDX GAMCO Gold AAA
EQUITY PRECIOUS METALS FGLDX Invesco Gold & Precious Metals Invstor
EQUITY PRECIOUS METALS TGLDX Tocqueville Gold
Natural Resources FSDPX Fidelity Select Materials
Natural Resources FNARX Fidelity Select Natural Resources
Technology FDCPX Fidelity Select Computers
Technology FSELX Fidelity Select Electronics
Technology FSCSX Fidelity Select Software & Comp
Technology FSPTX Fidelity Select Technology
Technology DGTNX Allianz RCM Technology D
Technology BUFTX Buffalo Science & Technology
Utilities FIUIX Fidelity Telecom and Utilities
Utilities FSUTX Fidelity Select Utilities Portfolio
Utilities BULIX American Century Utilities Inv
Utilities GASFX FBR Gas Utility Index Investor
Utilities GABUX Gabelli Utilities AAA
Conservative Allocation FASIX Fidelity Asset Manager 20%
Moderate Allocation FASMX Fidelity Asset Manager 50%
Moderate Allocation FASGX Fidelity Asset Manager 70%
Moderate Allocation FPURX Fidelity Puritan
Conservative Allocation FSRRX Fidelity Strategic Real Return
Conservative Allocation GLRBX James Balanced: Golden Rainbow R
Moderate Allocation JABAX Janus Balanced T
Conservative Allocation EXDAX Manning & Napier Pro-Blend Cnsrv Term S
Conservative Allocation PRPFX Permanent Portfolio
REAL ESTATE
REAL ESTATE FRIFX Fidelity Real Estate Income
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Growth JAOSX Janus Overseas T
Foreign Large Value EXITX Manning & Napier International
Foreign Large Value OAKIX Oakmark International I
Foreign Small/Mid Value OAKEX Oakmark International Small Cap I
FIXED INCOME
Multisector Bond FSICX Fidelity Strategic Income
Multisector Bond LSBRX Loomis Sayles Bond Retail
Multisector Bond PONDX PIMCO Income D
LONG GOVERNMENT BTFTX American Century Zero Coupon 2015 Inv
Intermediate Government FGMNX Fidelity GNMA Fund
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate Government BGNMX American Century Ginnie Mae Inv
Intermediate-Term Bond JAFIX Janus Flexible Bond T
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Short-Term Bond FSHBX Fidelity Short-Term Bond
SHORT GOVERNMENT TWUSX American Century Short-Term Govt Inv
Short-Term Bond JASBX Janus Short-Term Bond T
Short-Term Bond THOPX Thompson Plumb Bond
Short-Term Bond WEFIX Weitz Short-Intermediate Income
Muni National Long FHIGX Fidelity Municipal Income
Muni National Long DRTAX Dreyfus Municipal Bond
Muni National Long NOTEX Northern Tax-Exempt
Muni National Long SXFIX Wells Fargo Advantage Municipal Bond Inv
Muni National Interm FLTMX Fidelity Intermediate Municipal Income
Muni National Interm TWTIX American Century Interm-T Tx-Fr Bd Inv
Muni National Interm DITEX Dreyfus Intermediate Municipal Bond
Muni National Interm NOITX Northern Intermediate Tax-Exempt
Muni National Interm SIMBX Wells Fargo Advantage Interm T/AmtF Inv
Muni Short FCSTX Fidelity CA S/I Tax-Free Bond
Muni Short DSIBX Dreyfus Shrt-Interm Muni Bond D
Muni Short STSMX Wells Fargo Advantage S/T Muni Bd Inv
Muni Short SMUAX Wells Fargo Advantage Ult S/T Mun In Inv
High Yield Bond FAGIX Fidelity Capital & Income
High Yield Bond FHIFX Fidelity Focused High Income
High Yield Bond SPHIX Fidelity High Income
High Yield Bond BJBHX Artio Global High Income A
High Yield Bond JAHYX Janus High-Yield T
High Yield Bond STHYX Wells Fargo Advantage High Income Inv
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat D
Emerging Market
DIVERSIFIED EMERGING MKTS WAEMX Wasatch Emerging Markets Small Cap
DIVERSIFIED EMERGING MKTS DREGX Driehaus Emerging Markets Growth
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl

Investment model portfolios

We provide two types of investment model portfolios for Fidelity Extended Fund Picks 200912 Version participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Fidelity Extended Fund Picks 200912 Version Strategic Asset Allocation – Optimal Moderate NA 24.70% 2.15% 6.16% 5.26% 6.76% 6.87% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% … …
Data as of 10/31/2024, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Fidelity Extended Fund Picks 200912 Version Tactical Asset Allocation Moderate NA 10.26% 2.18% 7.84% 5.07% 7.25% 10.02% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% … …
Data as of 10/31/2024, Common starting date is 12/31/2000

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